In SAP Business One, everything you do with a customer is called an activity. There are five kinds of activities: phone calls, meetings, tasks, notes, and "other", which can include e-mail, for example.
Select Business Partners → Activity from the SAP Business One main menu to display the Activity window. In the Activity window you can set reminders that pop up in SAP Business One. Activities also appear on your SAP Business One calendar. You can link documents and attachments as well as free-form content such as e-mail messages.
To schedule meetings, simply click on the calendar icon on the SAP Business One toolbar. The calendar provides multiple views, including a group view that can facilitate scheduling team meetings. Click on a given date and time, and SAP Business One takes you to the Activity window where you can describe activities and link them to business partners and documents.
Activities not only report what you have done with a given contact, but what you plan to do. For example, you record a phone call and set a follow-up reminder to call again.
When you log in to SAP Business One, reminders for scheduled activities appear, helping you manage your work with clients.